Free Trial

USCF Dividend Income Fund (UDI) Institutional Ownership

$34.52 +0.17 (+0.49%)
Closing price 04:10 PM Eastern
Extended Trading
$34.46 -0.07 (-0.19%)
As of 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for USCF Dividend Income Fund (NYSEARCA:UDI)

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$692.22K
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$314.98K
Get UDI Insider Trade Alerts

Want to know when executives and insiders are buying or selling USCF Dividend Income Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

UDI Institutional Buying and Selling by Quarter

USCF Dividend Income Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/13/2026 Kestra Advisory Services LLC1,373$44K0.0%N/A0.597%
2/6/2026 Envestnet Portfolio Solutions Inc.58,384$1.88M0.0%+19.5%25.384%
1/21/2026 Walkner Condon Financial Advisors LLC7,175$231K0.0%N/A3.120%
10/30/2025 Envestnet Portfolio Solutions Inc.48,863$1.54M0.0%+7.7%28.743%
8/6/2025 Walkner Condon Financial Advisors LLC18,276$548K0.1%-20.1%15.892%
7/25/2025 Envestnet Portfolio Solutions Inc.45,377$1.36M0.0%-11.5%39.458%
4/23/2025Walkner Condon Financial Advisors LLC22,865$673K0.1%+24.1%21.776%
4/21/2025Envestnet Portfolio Solutions Inc.51,298$1.51M0.0%+1.3%48.855%
2/18/2025GTS Securities LLC19,346$561K0.0%-28.5%8.998%
2/10/2025Envestnet Portfolio Solutions Inc.50,626$1.47M0.0%+10.0%23.547%
1/30/2025Walkner Condon Financial Advisors LLC18,429$534K0.1%+21.2%8.572%
10/31/2024Walkner Condon Financial Advisors LLC15,207$455K0.1%N/A7.073%


UDI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UDI shares?

During the previous two years, the following institutional investors and hedge funds held shares of USCF Dividend Income Fund shares: Envestnet Portfolio Solutions Inc. ($1.88M), GTS Securities LLC ($561K), and Walkner Condon Financial Advisors LLC ($231K), Kestra Advisory Services LLC ($44K).Learn more on USCF Dividend Income Fund's institutional investors.

Which institutional investors have been buying USCF Dividend Income Fund's stock?

The following institutional investors have purchased USCF Dividend Income Fund's stock in the last 24 months: Walkner Condon Financial Advisors LLC ($30.04K), Envestnet Portfolio Solutions Inc. ($18.29K), and Kestra Advisory Services LLC ($1.37K).

How much institutional buying is happening at USCF Dividend Income Fund?

Institutional investors have bought a total of 21,555 shares in the last 24 months. This purchase volume represents approximately $692.22K in transactions.

Which of USCF Dividend Income Fund's major shareholders have been selling company stock?

The following institutional investors have sold USCF Dividend Income Fund stock in the last 24 months: Envestnet Portfolio Solutions Inc. ($5.92K), and Walkner Condon Financial Advisors LLC ($4.59K).

How much institutional selling is happening at USCF Dividend Income Fund?

Institutional investors have sold a total of 10,510 shares in the last 24 months. This volume of shares sold represents approximately $314.98K in transactions.



This page (NYSEARCA:UDI) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners